Calamos Gbl Dyn Income Fund (CHW): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Calamos Gbl Dyn Income Fund (CHW) following the 2026 Q1 hedge fund 13F filings?

As of today, CHW has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), CHW gained +23.8% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Calamos Gbl Dyn Income Fund (CHW)

100 + Investors. Track Smart Money conviction in CHW. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CHW

Based on 100 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added CHW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

100 hedge funds hold CHW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 62% buying

53 buying33 selling

Last quarter: 53 funds were net buyers (15 opened a brand new position + 38 added to an existing one). Only 33 were sellers (25 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 10 → 11 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 16% medium ■ 18% new

66 out of 100 hedge funds have held CHW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

7 → 10 → 10 → 11 → 15 new funds/Q

New funds entering each quarter: 10 → 10 → 11 → 15. A growing number of institutions are discovering CHW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 68% veterans vs 19% newcomers

■ 68% veterans ■ 13% 1-2yr ■ 19% new

Entry-cohort mix of 100 holders: 68 (68%) are 2+ year veterans, 13 entered 1–2 years ago, and 19 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds

14 of 99 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in CHW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	100	93	7.53%
13F Shares	20M	18M	16.1%
Total Value	$148M	$132M	11.87%
New Positions	15	11	+4
Increased Positions	38	36	+2
Closed Positions	8	12	-4
Reduced Positions	25	22	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

100

7.53%

13F Shares

20M

18M

16.1%

Total Value

$148M

$132M

11.87%

New Positions

Increased Positions

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

100 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CHW. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CHW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Altium Capital Management LLC	5.68%	328,901	$2.4M
2	Shaker Financial Services, LLC	1.17%	463,606	$3.4M
3	Rpo LLC	1.07%	47,570	$345K
4	Adapt Wealth Advisors, LLC	1.06%	402,639	$2.9M
5	PMG Family Office LLC	0.51%	62,698	$455K
6	Karpus Management, Inc.	0.50%	2,191,419	$15.9M
7	Saxony Capital Management, LLC	0.37%	88,250	$641K
8	Investment Management Trust, LLC	0.35%	49,308	$358K
9	Advisors Asset Management, Inc.	0.19%	1,576,363	$11.4M
10	Closed-End Fund Advisors, Inc.	0.18%	24,641	$179K
11	Blue Bell Private Wealth Management, LLC	0.13%	122,698	$891K
12	1607 Capital Partners, LLC	0.12%	238,687	$1.7M
13	Decision Investments, Inc	0.09%	10,710	$78K
14	Guggenheim Capital LLC	0.06%	1,070,341	$7.8M
15	MRA Advisory Group	0.06%	19,252	$140K
16	Sage Capital Management, LLC	0.05%	14,000	$102K
17	Leigh Baldwin & CO., LLC	0.05%	10,000	$73K
18	Prairie Wealth Advisors, Inc.	0.05%	—	$105K
19	Strategic Financial Concepts, LLC	0.04%	24,783	$180K
20	Pathstone Holdings, LLC	0.04%	1,478,721	$10.7M
21	Capital Financial Group Inc\co\ /Adv	0.04%	10,500	$76K
22	Palogic Value Management, L.P.	0.03%	11,000	$80K
23	Logan Stone Capital, LLC	0.03%	12,936	$94K
24	Saba Capital Management, L.P.	0.02%	122,244	$887K
25	NWF Advisory Services Inc.	0.02%	28,700	$208K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Calamos Gbl Dyn Income Fund (CHW)

What does the Smart Money Trend signal show for CHW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CHW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CHW?

More buyers than sellers — 62% buying: Last quarter: 53 funds were net buyers (15 opened a brand new position + 38 added to an existing one). Only 33 were sellers (25 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CHW holders?

Elite ownership — 42% AUM from top-100 funds: 14 of 99 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in CHW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CHW?

66% of holders stayed for 2+ years: 66 out of 100 hedge funds have held CHW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Calamos Gbl Dyn Income Fund (CHW) following the 2026 Q1 hedge fund 13F filings?

As of today, CHW has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), CHW has gained +23.8% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Calamos Gbl Dyn Income Fund (CHW)

Smart Money Signals — CHW

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +9% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~15 new funds per quarter

66% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 68% veterans vs 19% newcomers

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — CHW

Hedge Fund Ownership: CHW

Market Analysis: CHW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CHW

Is It Too Late to Buy Calamos Gbl Dyn Income Fund (CHW) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CHW

Statistics: CHW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Calamos Gbl Dyn Income Fund (CHW)

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